Catholic United Financial


Catholic United Financial


We are a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.



All people are financially secure, faith-filled, and engaged in their communities.





We financially protect and connect members in faith and joyful service at every step of life’s journey.




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Transforming Profits Into Purpose


As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

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not customers


Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.






Our Products and Services: 

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Boost your efforts for the greater good


Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

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Life Insurance

Protection for your way of life, the foundation of your financial plan, the safety net for your family, a loving gift

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Guaranteed income for retirement, free of stock market risk and service fees

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Retirement savings options that offer tax advantages and guarantees depending on your life situation

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Medicare Supplements & Long Term Care

Alleviate health concerns and costs later in life with these two types of helpful coverage

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Estate and Final Expense Planning

Protect your assets and know your wishes and Catholic faith will be honored after your passing

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Legacy and Charitable Planning

We can help you extend your modest gift into a beneficial legacy

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Offering donor advised funds, grant programs and charitable giving resources to all levels of givers.

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Credit Union

Full service credit union featuring loans, savings and checking, CDs and more. 


Why Catholic United is the right place for you!

Our people write our story and we think you’ll have a great chapter to add. If you are passionate about helping other people and interested in joining our dynamic team please take a look at our open positions and apply!